Document archive and search in SaldeoSMART
Every document stays in the system with the image of the original and the captured data. You search by counterparty, amount, date, number and content.
Why people come back to the archive
Nobody asks about this feature when buying, yet it comes back a year later: during a tax inspection, in a dispute with a supplier, and when someone asks how a March bill was paid.
The document stays in the system with the image of the original, the captured data and the history of changes and approvals, so you can also see who signed it off.
What is in which plan
In the plans for accounting firms
| Feature | Asystent księgowego (Accountant's Assistant) | Specjalista biura (Office Specialist) | Ekspert biura (Office Expert) |
|---|---|---|---|
| archive of sales invoices | for 3 clients | ✓ | ✓ |
| archive of purchase invoices | ✓ | ✓ | ✓ |
| archive of documents such as contracts, letters and proformas | ✓ | ✓ | ✓ |
| archive of your own document types | × | × | ✓ |
| document search on any word | ✓ | ✓ | ✓ |
In the plans for companies
| Feature | Asystent e-faktur (e-Invoice Assistant) | Asystent firmy (Company Assistant) | Specjalista firmy (Company Specialist) | Ekspert firmy (Company Expert) |
|---|---|---|---|---|
| archive of cost and purchase invoices | ✓ | ✓ | ✓ | ✓ |
| adding documents such as contracts, letters and proformas | up to 20 docs/month | ✓ | ✓ | ✓ |
Source: SaldeoSMART price list, October 2026 (the same one our calculator uses).
How long the archive keeps documents
In the Asystent and Specjalista plans the archive covers five years from the end of the year in which the tax payment fell due. In the Ekspert plans documents are kept indefinitely for as long as the contract runs. If you have your own retention requirements, we will check them with you before you choose a plan.
Folders, permissions and export
We set up the folder structure and document types, permissions (who can see confidential contracts at all), naming rules and an export of the archive, should it ever need to be moved out.
See the search in action
Do your documents sit in several places today? In the demo we will show you what searching looks like when they are in one.
The demo is run by the person who will later implement the system. Prefer to call? 513 805 506